Boiler Room: The Official Stock Market Discussion
Domingo Halliburton
Handmade in USA
Russia and Iraq reported record oil production. Iraq came out and said they plan to increase production even more.
Weekly oil inventory numbers come out Wednesday in the US
Perfectson
Banned
airliners
freight
DXPE
shipping
and any Vanguard retirement fund , small or large cap fund. YOus hould be eating
if you want to hedge, go with gold/precious metals obviously. Gold has a serious paper vs. physical problem....there's a volcano ready to explode, especially if countries start looking to back paper up with physical inventory.
Perfectson
Banned
Domingo Halliburton
Handmade in USA
as far as airliners I was holding ALK hoping for some more consolidation in the industry. may get back into one of them.
Perfectson
Banned
i really don't see how airlines won't profit a year from now (i'm assuming they've hedged oil at higher prices), but after a year once oil starts rising - they should be making gains off the oil hedges. HOwever, the cheaper oil and steadyfares now could drive more flights.
Domingo Halliburton
Handmade in USA
well this is a good start to the year 
Futuristic Eskimo
All Star
10Y back to 1.50 soon? Think Im going to go long a HY bond fund and go down with the ship.
Futuristic Eskimo
All Star
Fed might not raise rates in 2015: Gross
1 hour ago
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The United States Federal Reserve Board building is shown behind security barriers in Washington October 28, 2014. REUTERS/Gary Cameron
NEW YORK (Reuters) - The Federal Reserve could find itself challenged to raise U.S. interest rates this year as global growth remains sluggish and inflation subdued, closely watched bond investor Bill Gross said on Monday.
"With the dollar strengthening and oil prices declining, it is hard to see even the Fed raising short rates until late in 2015, if at all," said Gross, who oversees the Janus Global Unconstrained Bond Fund, in a collection of investment views posted online by Janus Capital Group.
With global economies struggling, Gross said, "it's going to be very difficult for the Fed as the major central bank for the global reserve currency to raise interest rates to historical levels."
That could keep the Fed's major interest rate capped at around 1 to 2 percent, Gross said, keeping yields on the benchmark 10-year U.S. Treasury note not far from its "seemingly ridiculous" current yields.
That note last traded at a yield of 2.0476 percent on Monday morning.
"Interest rates in almost all developed countries will remain near the zero bound, as well," Gross added.
Gross quit Pimco, the bond firm he helped co-found, in September, shocking markets as he moved to smaller rival Janus Capital Group.
Sometimes called the bond king for his decades-long track record in fixed income, Gross remains widely followed.
On Monday Gross sounded a cautionary note on global growth.
"Aside from the United States, the growth outlook for developed countries and many emerging ones is subpar," he said.
"Do not look, therefore, for economic growth to be the magic elixir for 2015."
Because of potential volatility, he said, "investors should be flexible and consider more liquid securities. Fixed income with shorter maturities is one starting place."
The Janus Global Unconstrained Bond Fund, which Gross started managing in October, attracted an estimated $770 million in November, bringing its assets to more than $1.2 billion, according to Morningstar data.
The Federal Reserve has not raised benchmark interest rates since 2006, instead slashing them to near zero to boost growth in the world's largest economy during the financial crisis.
Last month Fed policymakers signaled that a rate hike could be coming this year.
But Gross on Monday suggested higher markets will require "the potion of monetary policy" in 2015. Yet much of the gains from such loose policy could already be priced into markets, he added.
"Be prepared for low returns in almost all asset categories," Gross said.
(Reporting by Luciana Lopez; Additional reporting by Bangalore newsroom; Editing by James Dalgleish)
Domingo Halliburton
Handmade in USA
Gundlach the "new bond king" says if oil goes to 40 he could see 1 on the 10 year.
Domingo Halliburton
Handmade in USA
Janney Capital cuts it target to 80 for SBUX. Meanwhile Citigroup raises it to $97
Futuristic Eskimo
All Star
I saw that call and the reasoning sounds pretty good too. Treasurys will be the only bonds not being scooped up almost entirely by their respective central banks if the ECB goes through with it. Demand should be strong.